Posts in Castle Wealth Management

On Monday, October 23, 2017 from 5pm to 6pm at Bice Restaurant in Palm Beach, the Foundation for Women’s Cultural and Economic Literacy together with Castle Wealth Management are pleased to present a program to address the recent news that

Castle Wealth Management founder and managing member, Christina Worley, donated much needed funds to Kids Meals, Inc., an organization that delivers meals to the most vulnerable in Houston. “Most of these children eat their only meal of the day at

Castle Wealth Management is honored to announce that Christina Worley, CPA/PFS, CFP®, CFA, the firm’s founder and managing member, was elected as the new president of the CFA Society South Florida for 2017-2018. Ms. Worley succeeds Ursula Auger, CFA, CFP®,

Statistically women make less than their male counterparts; they also live longer and take more time off work for family care issues. What are concrete steps and actionable investment ideas that women can take to help grow and prioritize their

The Hispanic Chamber of Commerce of Palm Beach County 2nd Annual Esperanza Awards Ursula Auger, CFA, CFP(R), Portfolio Manager at Castle Wealth Management, will share her journey as a child immigrant from Peru in the 1980s to a successful business